Fiduciary Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Fiduciary Group’s Portfolio SPMD Stock Details SPMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.17M	Buy	53,523 +5,505	+11%	+$335K	0.27%	82
2025 Q4	$2.78M	Buy	48,018 +8,779	+22%	+$504K	0.23%	86
2025 Q3	$2.24M	Buy	39,239 +9,754	+33%	+$550K	0.2%	102
2025 Q2	$1.6M	Buy	29,485 +8,957	+44%	+$461K	0.15%	125
2025 Q1	$1.05M	Buy	20,528 +8,657	+73%	+$472K	0.11%	147
2024 Q4	$649K	Buy	+11,871	New	+$668K	0.07%	178
2024 Q2	–	Sell	-5,364	Closed	-$286K	–	275
2024 Q1	$286K	Buy	5,364 +457	+9%	+$22.7K	0.03%	232
2023 Q4	$239K	Buy	+4,907	New	+$219K	0.03%	237

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Fiduciary Group's SPMD Position: Q1 2026 in Review

Fiduciary Group increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 11% in Q1 2026, buying an estimated $335K and bringing the position to 53,523 shares worth $3.17M. The position accounts for 0.27% of the portfolio, ranked #82.

Fiduciary Group first reported a position in SPMD in Q4 2023 and has held it in 8 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Fiduciary Group held 53,523 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.17M as of Q1 2026.
Fiduciary Group bought 5,505 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $335K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.27% of Fiduciary Group's portfolio in Q1 2026, its #82 holding.
Fiduciary Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 8 quarters since.
808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.